carbonthatcarbonthat
← Every investor

Superinvestor Scoreboard

How each followed manager's reported portfolio did, quarter by quarter: the long US stock positions in one 13F, weighted as filed, held to the next quarter's end, against the S&P 500 over the same days. Returns are yearly rates over the last one, three and five years, on closing prices without dividends for both. Best over three years first.

Returns of the reported portfolio

A dash where a period has a quarter missing or too little of the portfolio priced.

Manager1 year3 years
Duquesne Family Office LLC+59.2%+44.7% vs S&P+56.6%+35.4% vs S&P
Whale Rock Capital Management LLC+37.6%+23.1% vs S&P+55.1%+33.8% vs S&P
Oak Grove Capital LLC+74.3%+59.9% vs S&P+51.7%+30.5% vs S&P
ARK Investment Management LLC+15.0%+0.5% vs S&P+43.2%+21.9% vs S&P
O'Keefe Stevens Advisory, Inc.+25.8%+11.3% vs S&P+39.6%+18.3% vs S&P
Appaloosa LP+25.6%+11.2% vs S&P+37.5%+16.3% vs S&P
Miura Global Management, LLC+30.6%+16.1% vs S&P+37.1%+15.8% vs S&P
Coatue Management LLC+14.2%-0.2% vs S&P+36.9%+15.6% vs S&P
Werlinich Asset Management, LLC+30.3%+15.8% vs S&P+31.6%+10.3% vs S&P
Zevenbergen Capital Investments LLC+15.8%+1.4% vs S&P+31.0%+9.7% vs S&P
Green Alpha Advisors, LLC+45.5%+31.0% vs S&P+30.9%+9.6% vs S&P
Tiger Global Management LLC+1.7%-12.8% vs S&P+30.9%+9.6% vs S&P
Elliott Investment Management L.P.+57.6%+43.1% vs S&P+30.2%+8.9% vs S&P
Draper Asset Management, LLC+18.7%+4.2% vs S&P+29.8%+8.5% vs S&P
PHOENIX ASSET MANAGEMENT PARTNERS Ltd-10.8%-25.3% vs S&P+29.1%+7.8% vs S&P
Chapin Davis, Inc.+28.9%+14.4% vs S&P+28.4%+7.2% vs S&P
CenterStar Asset Management, LLC+23.2%+8.7% vs S&P+28.4%+7.1% vs S&P
Altimeter Capital Management, LP+3.5%-11.0% vs S&P+28.3%+7.0% vs S&P
SeaTown Holdings Pte. Ltd.+18.6%+4.1% vs S&P+27.2%+5.9% vs S&P
Silicon Valley Capital Partners+19.1%+4.6% vs S&P+26.2%+4.9% vs S&P
D. E. Shaw & Co., Inc.+18.9%+4.4% vs S&P+25.8%+4.6% vs S&P
Himalaya Capital Management LLC+11.0%-3.5% vs S&P+25.8%+4.5% vs S&P
Renaissance Technologies LLC+17.9%+3.4% vs S&P+25.7%+4.4% vs S&P
Glynn Capital Management LLC+16.2%+1.7% vs S&P+25.3%+4.0% vs S&P
Point72 Asset Management, L.P.+22.4%+7.9% vs S&P+24.5%+3.2% vs S&P
Kessler Investment Group, LLC+9.9%-4.6% vs S&P+24.4%+3.1% vs S&P
Overbrook Management Corp+15.6%+1.1% vs S&P+24.1%+2.8% vs S&P
Kaizen Financial Strategies+18.9%+4.4% vs S&P+23.9%+2.6% vs S&P
Pacifica Partners Inc.+30.8%+16.3% vs S&P+23.6%+2.3% vs S&P
First Community Trust Na+26.5%+12.0% vs S&P+23.5%+2.2% vs S&P
Private Capital Advisors, Inc.+30.5%+16.0% vs S&P+23.3%+2.0% vs S&P
Olistico Wealth, LLC+16.7%+2.2% vs S&P+22.7%+1.4% vs S&P
Bridgewater Associates, LP+26.6%+12.2% vs S&P+22.6%+1.4% vs S&P
Cypress Asset Management Inc/Tx+18.6%+4.1% vs S&P+22.5%+1.3% vs S&P
Rye Brook Capital LLC+15.5%+1.1% vs S&P+22.5%+1.2% vs S&P
Artemis Investment Management LLP+16.6%+2.1% vs S&P+21.8%+0.5% vs S&P
Two Sigma Investments, LP+16.2%+1.7% vs S&P+21.6%+0.3% vs S&P
David J Yvars Group+13.2%-1.3% vs S&P+21.6%+0.3% vs S&P
Gouws Capital LLC+22.4%+7.9% vs S&P+21.6%+0.3% vs S&P
Chickasaw Capital Management LLC+22.6%+8.1% vs S&P+21.5%+0.2% vs S&P
Ayalon Insurance Comp Ltd.+16.9%+2.5% vs S&P+21.5%+0.2% vs S&P
Cim Investment Management Inc+20.3%+5.9% vs S&P+21.4%+0.2% vs S&P
Brown Shipley& Co Ltd+12.9%-1.6% vs S&P+21.3%-0.0% vs S&P
Central Bank & Trust Co+13.6%-0.9% vs S&P+21.1%-0.1% vs S&P
Pps&V Asset Management Consultants, Inc.+16.3%+1.8% vs S&P+21.1%-0.2% vs S&P
Marshall Wace, LLP+13.6%-0.9% vs S&P+21.0%-0.2% vs S&P
Mn Services Vermogensbeheer B.V.+15.3%+0.8% vs S&P+20.9%-0.3% vs S&P
Millennium Management LLC+14.7%+0.2% vs S&P+20.9%-0.3% vs S&P
Steginsky Capital LLC+7.3%-7.2% vs S&P+20.8%-0.5% vs S&P
Neville Rodie & Shaw Inc+18.3%+3.8% vs S&P+20.8%-0.5% vs S&P
Border to Coast Pensions Partnership Ltd+10.8%-3.7% vs S&P+20.6%-0.7% vs S&P
Third Point LLC+12.6%-1.9% vs S&P+20.6%-0.7% vs S&P
CapWealth Advisors, LLC+10.1%-4.4% vs S&P+20.6%-0.7% vs S&P
Andra AP-fonden+18.3%+3.8% vs S&P+20.5%-0.8% vs S&P
Everhart Financial Group, Inc.+13.3%-1.2% vs S&P+20.3%-1.0% vs S&P
Veracity Capital LLC+16.1%+1.6% vs S&P+20.1%-1.2% vs S&P
Capital Planning LLC+13.9%-0.5% vs S&P+20.1%-1.2% vs S&P
Mirador Capital Partners LP+16.1%+1.6% vs S&P+20.0%-1.2% vs S&P
Citadel Advisors LLC+16.8%+2.3% vs S&P+20.0%-1.3% vs S&P
Atlas Brown,Inc.+13.4%-1.1% vs S&P+19.9%-1.3% vs S&P
Ferguson Wellman Capital Management, Inc+12.5%-1.9% vs S&P+19.9%-1.4% vs S&P
Kearns & Associates LLC+14.3%-0.1% vs S&P+19.9%-1.4% vs S&P
Ballew Advisors, Inc+11.3%-3.1% vs S&P+19.8%-1.5% vs S&P
jvl associates llc+14.2%-0.2% vs S&P+19.8%-1.5% vs S&P
Successful Portfolios LLC+16.3%+1.9% vs S&P+19.8%-1.5% vs S&P
Venture Visionary Partners LLC+13.3%-1.2% vs S&P+19.8%-1.5% vs S&P
Shulman DeMeo Asset Management LLC+14.1%-0.4% vs S&P+19.7%-1.6% vs S&P
Park National Corp /Oh/+11.8%-2.7% vs S&P+19.5%-1.8% vs S&P
Taylor & Morgan Wealth Management, LLC+11.7%-2.8% vs S&P+19.5%-1.8% vs S&P
Valley Wealth Managers, Inc.+17.1%+2.6% vs S&P+19.5%-1.8% vs S&P
Avity Investment Management Inc.+16.9%+2.5% vs S&P+19.4%-1.9% vs S&P
Argus Investors' Counsel, Inc.+11.5%-3.0% vs S&P+19.3%-2.0% vs S&P
AQR Capital Management LLC+13.4%-1.1% vs S&P+19.2%-2.1% vs S&P
Eastern Bank+11.3%-3.2% vs S&P+19.1%-2.1% vs S&P
Montz Harcus Wealth Management LLC+11.4%-3.0% vs S&P+19.1%-2.1% vs S&P
Magnolia Capital Management Ltd+15.4%+1.0% vs S&P+19.1%-2.2% vs S&P
Violich Capital Management, Inc.+15.8%+1.3% vs S&P+19.1%-2.2% vs S&P
Titleist Asset Management, LLC+8.5%-6.0% vs S&P+18.9%-2.4% vs S&P
American National Bank & Trust+14.2%-0.2% vs S&P+18.8%-2.4% vs S&P
Old Mission Investment Co LLC+21.2%+0.4% vs S&P+16.5%-2.5% vs S&P
Quintet Private Bank (Europe) S.A.+12.4%-2.1% vs S&P+18.8%-2.5% vs S&P
RVW Wealth, LLC+16.6%+2.2% vs S&P+18.8%-2.5% vs S&P
Trinity Financial Advisors LLC+12.3%-2.2% vs S&P+18.6%-2.7% vs S&P
Reynders McVeigh Capital Management, LLC+9.6%-4.8% vs S&P+18.5%-2.8% vs S&P
Lone Pine Capital LLC-18.0%-32.5% vs S&P+18.2%-3.0% vs S&P
Bill Few Associates, Inc.+9.2%-5.2% vs S&P+18.2%-3.1% vs S&P
Jia Investment Alliance Pte. Ltd.+15.1%+0.7% vs S&P+18.2%-3.1% vs S&P
Greenfield Savings Bank+14.0%-0.5% vs S&P+18.2%-3.1% vs S&P
YHB Investment Advisors, Inc.+11.6%-2.9% vs S&P+18.1%-3.2% vs S&P
Lakehouse Capital Pty Ltd-10.2%-24.7% vs S&P+18.0%-3.3% vs S&P
CoreCap Advisors, LLC+13.8%-0.7% vs S&P+17.9%-3.4% vs S&P
Wedmont Private Capital+11.8%-2.6% vs S&P+17.9%-3.4% vs S&P
Viking Global Investors LP+4.0%-10.5% vs S&P+17.8%-3.5% vs S&P
Eastover Investment Advisors LLC+8.1%-6.3% vs S&P+17.8%-3.5% vs S&P
Marquette Asset Management, LLC+13.7%-0.8% vs S&P+17.8%-3.5% vs S&P
Act Wealth Management, LLC+12.8%-1.7% vs S&P+17.8%-3.5% vs S&P
Shira Ridge Wealth Management+13.3%-1.2% vs S&P+17.7%-3.6% vs S&P
Red Spruce Capital, LLC+16.4%+1.9% vs S&P+17.7%-3.6% vs S&P
Valeo Financial Advisors, LLC+12.6%-1.9% vs S&P+17.7%-3.6% vs S&P
Castle Rock Wealth Management, LLC+13.3%-1.2% vs S&P+17.6%-3.6% vs S&P
Avaii Wealth Management, LLC+15.3%+0.8% vs S&P+17.6%-3.7% vs S&P
Tlwm+13.5%-1.0% vs S&P+17.5%-3.7% vs S&P
Conrad Siegel Investment Advisors, Inc.+12.3%-2.2% vs S&P+17.5%-3.8% vs S&P
Applied Capital LLC/FL+7.6%-6.9% vs S&P+17.4%-3.9% vs S&P
Retireful, LLC+23.8%+9.3% vs S&P+17.4%-3.9% vs S&P
Baker Tilly Wealth Management, LLC+9.4%-5.0% vs S&P+17.4%-3.9% vs S&P
Legacy Private Trust Co.+10.5%-4.0% vs S&P+17.4%-3.9% vs S&P
Leverty Financial Group, LLC+11.8%-2.7% vs S&P+17.3%-4.0% vs S&P
Bank of New Hampshire+11.3%-3.2% vs S&P+17.3%-4.0% vs S&P
Hall Laurie J Trustee+11.9%-2.6% vs S&P+17.1%-4.2% vs S&P
Berkshire Hathaway Inc+13.5%-0.9% vs S&P+17.0%-4.3% vs S&P
General Partner, Inc.+10.6%-3.8% vs S&P+17.0%-4.3% vs S&P
Bonness Enterprises Inc+7.2%-7.3% vs S&P+16.9%-4.3% vs S&P
Atwood & Palmer Inc+7.8%-6.6% vs S&P+16.9%-4.4% vs S&P
Pensioenfonds Rail & Ov+8.4%-5.1% vs S&P+13.4%-4.5% vs S&P
BOS Asset Management, LLC+12.9%-1.6% vs S&P+16.8%-4.5% vs S&P
Tompkins Financial Corp+10.3%-4.2% vs S&P+16.7%-4.5% vs S&P
Jacobs & Co/Ca+16.6%+2.1% vs S&P+16.7%-4.5% vs S&P
Breakwater Capital Group+12.0%-2.5% vs S&P+16.7%-4.6% vs S&P
MassMutual Private Wealth & Trust, FSB+9.8%-4.7% vs S&P+16.7%-4.6% vs S&P
Hummer Financial Advisory Services Inc+10.9%-3.6% vs S&P+16.7%-4.6% vs S&P
Whitaker-Myers Wealth Managers, LTD.+12.3%-2.2% vs S&P+16.7%-4.6% vs S&P
Gainplan LLC+4.1%-10.4% vs S&P+16.6%-4.7% vs S&P
Dudley & Shanley, Inc.+2.7%-11.8% vs S&P+16.6%-4.7% vs S&P
Cox Capital Mgt LLC+17.6%+3.1% vs S&P+16.5%-4.8% vs S&P
Monument Capital Management+10.7%-3.8% vs S&P+16.5%-4.8% vs S&P
HF Advisory Group, LLC+10.3%-4.1% vs S&P+16.5%-4.8% vs S&P
Farther Finance Advisors, LLC+10.9%-3.5% vs S&P+16.5%-4.8% vs S&P
Cooper Financial Group+11.8%-2.7% vs S&P+16.4%-4.9% vs S&P
Avidian Wealth Enterprises, LLC+11.3%-3.1% vs S&P+16.4%-4.9% vs S&P
Colton Groome Financial Advisors, LLC+10.3%-4.2% vs S&P+16.4%-4.9% vs S&P
Neumann Advisory Hong Kong Ltd-12.8%-27.3% vs S&P+16.3%-5.0% vs S&P
Biltmore Wealth Management, LLC+13.3%-1.2% vs S&P+16.3%-5.0% vs S&P
Platt Investment Counsel, LLC+9.1%-5.4% vs S&P+16.3%-5.0% vs S&P
Roth Financial Partners LLC+11.7%-2.7% vs S&P+16.2%-5.1% vs S&P
Prosperity Planning, Inc.+12.1%-2.4% vs S&P+16.2%-5.1% vs S&P
Investors Research Corp+13.4%-1.1% vs S&P+16.1%-5.1% vs S&P
Grove Bank & Trust+11.1%-3.4% vs S&P+16.1%-5.2% vs S&P
Silvia Mccoll Wealth Management, LLC+13.9%-0.6% vs S&P+16.1%-5.2% vs S&P
First Heartland Consultants, Inc.+11.4%-3.1% vs S&P+16.0%-5.3% vs S&P
Elevation Wealth Partners, LLC+12.3%-2.2% vs S&P+16.0%-5.3% vs S&P
Pacific Wealth Management+12.6%-1.9% vs S&P+15.9%-5.4% vs S&P
Harris Associates L P+11.9%-2.6% vs S&P+15.9%-5.4% vs S&P
Cadent Capital Advisors, LLC+12.5%-2.0% vs S&P+15.9%-5.4% vs S&P
Riversedge Advisors, LLC+10.6%-3.9% vs S&P+15.8%-5.4% vs S&P
Allen Mooney & Barnes Investment Advisors LLC+7.0%-7.4% vs S&P+15.7%-5.5% vs S&P
Argent Capital Management LLC+8.2%-6.3% vs S&P+15.7%-5.6% vs S&P
Dakota Community Bank & Trust NA+6.3%-8.2% vs S&P+15.7%-5.6% vs S&P
Searcy Financial Services Inc /Adv+10.2%-4.3% vs S&P+15.7%-5.6% vs S&P
Legacy Wealth Asset Management, LLC+11.1%-3.4% vs S&P+15.6%-5.7% vs S&P
WoodTrust Financial Corp+9.1%-5.4% vs S&P+15.6%-5.7% vs S&P
Tilia Fiduciary Partners, Inc.+8.4%-6.1% vs S&P+15.6%-5.7% vs S&P
Iowa State Bank+11.3%-3.2% vs S&P+15.5%-5.8% vs S&P
Gradient Investments LLC+9.3%-5.1% vs S&P+15.5%-5.8% vs S&P
Heartwood Wealth Advisors LLC+9.4%-5.1% vs S&P+15.4%-5.9% vs S&P
KFA Private Wealth Group, LLC+11.8%-2.7% vs S&P+15.3%-6.0% vs S&P
S.E.E.D. Planning Group LLC+7.5%-7.0% vs S&P+15.3%-6.0% vs S&P
Steph & Co+10.8%-3.6% vs S&P+15.3%-6.0% vs S&P
Financial Management Network Inc+10.6%-3.9% vs S&P+15.2%-6.1% vs S&P
Balefire, LLC+11.4%-3.0% vs S&P+15.2%-6.1% vs S&P
MRA Advisory Group+5.4%-9.1% vs S&P+15.2%-6.1% vs S&P
Baron Financial Group, LLC+10.8%-3.7% vs S&P+15.1%-6.2% vs S&P
Douglas Lane & Associates, LLC+10.3%-4.2% vs S&P+15.1%-6.2% vs S&P
Veery Capital, LLC+10.3%-4.2% vs S&P+15.0%-6.2% vs S&P
Apeiron RIA LLC+11.4%-3.0% vs S&P+15.0%-6.3% vs S&P
Davidson Trust Co+9.1%-5.4% vs S&P+14.9%-6.3% vs S&P
Crumly & Associates Inc.+10.0%-4.5% vs S&P+14.9%-6.4% vs S&P
Gates Foundation Trust+7.7%-6.8% vs S&P+14.9%-6.4% vs S&P
Castleview Partners, LLC+9.1%-5.3% vs S&P+14.9%-6.4% vs S&P
Capital Advisors Wealth Management, LLC+9.9%-4.6% vs S&P+14.8%-6.4% vs S&P
Mfa Wealth Advisors, LLC+12.1%-2.4% vs S&P+14.8%-6.5% vs S&P
Scion Asset Management, LLC+32.4%+16.1% vs S&P+14.7%-6.5% vs S&P
Professional Advisory Services Inc+13.5%-1.0% vs S&P+14.7%-6.5% vs S&P
Prism Advisors, Inc.+12.5%-2.0% vs S&P+14.6%-6.7% vs S&P
Bell Asset Management Ltd+6.2%-8.3% vs S&P+14.6%-6.7% vs S&P
Weaver Consulting Group+10.3%-4.1% vs S&P+14.6%-6.7% vs S&P
Paragon Capital Management Ltd+7.6%-6.9% vs S&P+14.6%-6.7% vs S&P
Juncture Wealth Strategies, LLC+9.1%-5.4% vs S&P+14.5%-6.8% vs S&P
Congress Asset Management Co+3.9%-10.6% vs S&P+14.5%-6.8% vs S&P
Financial Enhancement Group LLC+12.2%-2.2% vs S&P+14.4%-6.9% vs S&P
McNaughton Wealth Management, LLC+8.4%-6.1% vs S&P+14.4%-6.9% vs S&P
Kwmg, LLC+11.5%-3.0% vs S&P+14.4%-6.9% vs S&P
Peterson Wealth Advisors, LLC+9.4%-5.1% vs S&P+14.4%-6.9% vs S&P
Security National Bank Of So Dak+7.4%-7.1% vs S&P+14.4%-6.9% vs S&P
Schaper Benz & Wise Investment Counsel Inc/Wi+10.5%-4.0% vs S&P+14.3%-7.0% vs S&P
Lake Hills Wealth Management, LLC+15.2%+0.7% vs S&P+14.1%-7.2% vs S&P
Armstrong Advisory Group, Inc+9.9%-4.6% vs S&P+14.1%-7.2% vs S&P
Barden Capital Management, Inc.+7.6%-6.9% vs S&P+14.1%-7.2% vs S&P
Sunburst Financial Group, LLC+9.9%-4.5% vs S&P+14.0%-7.2% vs S&P
RTD Financial Advisors, Inc.+10.0%-4.5% vs S&P+14.0%-7.2% vs S&P
Stephens Group Asset Management, LLC+9.3%-5.2% vs S&P+14.0%-7.3% vs S&P
Insight Wealth Strategies, LLC+14.4%-0.1% vs S&P+14.0%-7.3% vs S&P
Collective Family Office LLC+12.0%-2.5% vs S&P+13.9%-7.4% vs S&P
Deane Retirement Strategies, Inc.+12.2%-2.3% vs S&P+13.8%-7.5% vs S&P
Benedict Financial Advisors Inc+11.4%-3.1% vs S&P+13.8%-7.5% vs S&P
Pathway Financial Advisors LLC+11.0%-3.5% vs S&P+13.8%-7.5% vs S&P
Whitcomb & Hess, Inc.+11.3%-3.2% vs S&P+13.8%-7.5% vs S&P
Mendota Financial Group, LLC+3.9%-10.5% vs S&P+13.7%-7.6% vs S&P
Peoples Bank/KS+7.3%-7.2% vs S&P+13.7%-7.6% vs S&P
Exchange Bank+11.0%-3.5% vs S&P+13.7%-7.6% vs S&P
Eclectic Associates Inc /Adv+8.2%-6.3% vs S&P+13.6%-7.6% vs S&P
Keystone Financial Planning, Inc.+16.7%+2.2% vs S&P+13.6%-7.7% vs S&P
Echo45 Advisors LLC+10.0%-4.4% vs S&P+13.6%-7.7% vs S&P
Armstrong Henry H Associates Inc+3.4%-11.0% vs S&P+13.6%-7.7% vs S&P
Worth Asset Management, LLC+12.0%-2.4% vs S&P+13.5%-7.8% vs S&P
Bangor Savings Bank+9.2%-5.3% vs S&P+13.4%-7.9% vs S&P
Pershing Square Capital Management, L.P.+4.9%-16.0% vs S&P+11.1%-7.9% vs S&P
Acima Private Wealth, LLC+7.9%-6.5% vs S&P+13.3%-8.0% vs S&P
Boston Standard Wealth Management, LLC+8.9%-5.6% vs S&P+13.2%-8.0% vs S&P
Acropolis Investment Management, LLC+9.2%-5.3% vs S&P+13.1%-8.1% vs S&P
Intelligence Driven Advisers, LLC+9.6%-4.8% vs S&P+13.0%-8.2% vs S&P
Rockland Trust Co+7.5%-7.0% vs S&P+13.0%-8.3% vs S&P
Lincoln Capital LLC+4.9%-9.6% vs S&P+12.9%-8.3% vs S&P
Waller Financial Planning Group, Inc+10.9%-3.5% vs S&P+12.9%-8.4% vs S&P
Inspirion Wealth Advisors, LLC+6.9%-7.6% vs S&P+12.9%-8.4% vs S&P
SigFig Wealth Management, LLC+8.8%-5.7% vs S&P+12.9%-8.4% vs S&P
Kaydan Wealth Management, Inc.+10.5%-4.0% vs S&P+12.8%-8.5% vs S&P
Dominguez Wealth Management Solutions, Inc.+10.5%-3.9% vs S&P+12.7%-8.6% vs S&P
FC Advisory LLC+7.3%-7.2% vs S&P+12.7%-8.6% vs S&P
Galvin, Gaustad & Stein, LLC+7.1%-7.3% vs S&P+12.6%-8.7% vs S&P
Apella Capital, LLC+9.0%-5.4% vs S&P+12.6%-8.7% vs S&P
Ausbil Investment Management Ltd+1.4%-13.1% vs S&P+12.5%-8.7% vs S&P
TrueWealth Advisors, LLC+6.5%-8.0% vs S&P+12.4%-8.8% vs S&P
Matrix Trust Co+9.4%-5.1% vs S&P+12.4%-8.8% vs S&P
GoalFusion Wealth Management, LLC+8.2%-6.2% vs S&P+12.4%-8.9% vs S&P
Security National Bank Of Sioux City Iowa /Ia/+6.5%-7.9% vs S&P+12.3%-9.0% vs S&P
Horizons Wealth Management+13.3%-7.6% vs S&P+10.0%-9.0% vs S&P
Alkeme Wealth, LLC+10.8%-3.6% vs S&P+12.2%-9.1% vs S&P
Toth Financial Advisory Corp+3.2%-11.3% vs S&P+12.1%-9.1% vs S&P
Stokes Capital Advisors, LLC+1.6%-12.9% vs S&P+12.0%-9.3% vs S&P
Rosenberg Matthew Hamilton+8.1%-6.4% vs S&P+12.0%-9.3% vs S&P
Stableford Capital Ii LLC+9.7%-4.7% vs S&P+11.9%-9.4% vs S&P
Spring Capital Management, LLC+0.8%-13.7% vs S&P+11.9%-9.4% vs S&P
Graves Light Lenhart Wealth, Inc.+8.0%-6.5% vs S&P+11.8%-9.5% vs S&P
Trust Co+6.5%-8.0% vs S&P+11.6%-9.7% vs S&P
Pensionfund Sabic+2.2%-12.3% vs S&P+11.5%-9.8% vs S&P
Cherry Tree Wealth Management, LLC+8.5%-5.9% vs S&P+11.5%-9.8% vs S&P
Bright Rock Capital Management, LLC+4.3%-10.2% vs S&P+11.5%-9.8% vs S&P
Kennon-Green & Company, LLC+1.3%-13.2% vs S&P+11.1%-10.1% vs S&P
Cypress Financial Planning LLC+4.7%-9.8% vs S&P+11.1%-10.2% vs S&P
Market Street Wealth Management Advisors LLC+7.2%-7.3% vs S&P+11.1%-10.2% vs S&P
Integrated Capital Management, Inc.+10.9%-3.6% vs S&P+11.1%-10.2% vs S&P
Polen Capital Management LLC-7.8%-22.2% vs S&P+10.8%-10.4% vs S&P
Hamlin Capital Management, LLC+1.8%-12.7% vs S&P+10.7%-10.5% vs S&P
North Point Portfolio Managers Corp/Oh+0.3%-14.2% vs S&P+10.5%-10.8% vs S&P
Fenimore Asset Management Inc+1.2%-13.3% vs S&P+9.9%-11.3% vs S&P
Great Waters Wealth Management+6.7%-7.8% vs S&P+9.9%-11.4% vs S&P
Reinhart Partners, LLC.+5.1%-9.3% vs S&P+9.7%-11.5% vs S&P
Adams Asset Advisors, LLC+21.6%+7.2% vs S&P+9.6%-11.7% vs S&P
Bath Savings Trust Co-1.4%-15.9% vs S&P+9.5%-11.8% vs S&P
Atmos Advisory, LLC+4.8%-9.7% vs S&P+9.2%-12.1% vs S&P
Factorial Partners, LLC+0.7%-13.8% vs S&P+9.1%-12.2% vs S&P
Pensionfund PDN+4.6%-9.8% vs S&P+8.9%-12.4% vs S&P
Horrell Capital Management, Inc.-0.1%-14.6% vs S&P+8.7%-12.5% vs S&P
Epiq Partners, LLC+2.0%-12.5% vs S&P+8.4%-12.8% vs S&P
Martin Capital Partners, LLC+9.3%-5.1% vs S&P+7.4%-13.9% vs S&P
Westwind Capital-10.5%-24.9% vs S&P+7.1%-14.2% vs S&P
Fairholme Capital Management LLC+27.3%+12.8% vs S&P+6.6%-14.6% vs S&P
Akre Capital Management LLC-19.9%-34.3% vs S&P+5.8%-15.5% vs S&P
Two Creeks Capital Management, LP-11.9%-26.4% vs S&P+4.7%-16.6% vs S&P
PKO BP BANKOWY Universal Pension Society JSC+132.0%+117.6% vs S&P—
Family Legacy Financial Solutions, LLC+41.0%+26.5% vs S&P—
Burr Financial Services, LLC+23.9%+9.4% vs S&P—
Dale Q Rice Investment Management Ltd+21.9%+7.4% vs S&P—
Integrated Financial Solutions, Inc.+17.9%+3.4% vs S&P—
Oak Root LLC+17.6%+3.1% vs S&P—
Bank & Trust Co+17.2%+2.7% vs S&P—
Partnership Wealth Management, LLC+16.3%+1.8% vs S&P—
Persium Advisors, LLC+16.3%+1.8% vs S&P—
Wealth Group Ltd+16.2%+1.7% vs S&P—
JP Wealth Management, Inc.+16.0%+1.5% vs S&P—
Moody National Bank Trust Division+15.5%+1.1% vs S&P—
M.E. Allison & Co., Inc.+15.5%+1.0% vs S&P—
Wisconsin Wealth Advisors, LLC+15.5%+1.0% vs S&P—
Baupost Group LLC/Ma+15.4%+1.0% vs S&P—
Kirkwood Financial Services+15.0%+0.6% vs S&P—
McAlister, Sweet & Associates, Inc.+14.9%+0.4% vs S&P—
Financial Symmetry Inc+14.7%+0.2% vs S&P—
Bullock Wealth Management Group+14.7%+0.2% vs S&P—
Byrne Asset Management LLC+14.4%-0.1% vs S&P—
Canandaigua National Trust Co of Florida+20.7%-0.2% vs S&P—
Tactive Advisors, LLC+14.1%-0.4% vs S&P—
Arbor Wealth Advisors LLC+14.0%-0.5% vs S&P—
Cambridge Financial Group, LLC+13.9%-0.5% vs S&P—
Elm3 Financial Group, LLC+13.9%-0.6% vs S&P—
Boyum Wealth Architects LLC+13.8%-0.6% vs S&P—
Ables, Iannone, Moore & Associates, Inc.+13.5%-1.0% vs S&P—
MJT & Associates Financial Advisory Group, Inc.+13.3%-1.2% vs S&P—
New Covenant Trust Company, N.A.+13.1%-1.3% vs S&P—
Mkd Wealth Coaches, LLC+13.1%-1.3% vs S&P—
CogentBlue Wealth Advisors, LLC+12.9%-1.6% vs S&P—
GAMMA Investing LLC+12.8%-1.7% vs S&P—
Davis Capital Management+12.6%-1.8% vs S&P—
Attessa Capital LLC+12.5%-1.9% vs S&P—
Emergent Wealth Advisors, LLC+12.4%-2.1% vs S&P—
Bannerman Wealth Management Group, LLC+12.3%-2.1% vs S&P—
Norman Fields, Gottscho Capital Management, LLC+12.2%-2.3% vs S&P—
Lee, Kelleher & Klein Wealth Management+12.1%-2.4% vs S&P—
Anchor Investment Management, LLC+12.1%-2.4% vs S&P—
Aventus Investment Advisors, Inc.+12.0%-2.5% vs S&P—
Lwm Advisors Inc+12.0%-2.5% vs S&P—
Davies Financial Advisors, Inc.+11.9%-2.6% vs S&P—
Camelot Technology Advisors, Inc.+11.9%-2.6% vs S&P—
RFG - Bristol Wealth Advisors, LLC+11.8%-2.6% vs S&P—
Buska Wealth Management, LLC+11.8%-2.7% vs S&P—
FSA Investment Group, LLC+11.6%-2.8% vs S&P—
Friday Financial+11.4%-3.0% vs S&P—
Williams & Novak Wealth Management, LLC+11.4%-3.0% vs S&P—
Councilor Wealth, LLC+11.4%-3.1% vs S&P—
Post Resch Tallon Group Inc.+11.4%-3.1% vs S&P—
Investment Partners Asset Management, Inc.+11.4%-3.1% vs S&P—
Kopion Asset Management, LLC+11.2%-3.3% vs S&P—
Ledgewood Wealth Advisors, LLC+11.2%-3.3% vs S&P—
Longview Financial Advisors, Inc.+11.1%-3.4% vs S&P—
Delta Wealth Advisors LLC+11.1%-3.4% vs S&P—
Nautilus Advisors LLC+11.0%-3.4% vs S&P—
Retirement Wealth Solutions LLC+10.7%-3.8% vs S&P—
Baring Financial LLC+10.7%-3.8% vs S&P—
Central Pacific Bank - Trust Division+10.7%-3.8% vs S&P—
GK Wealth Management LLC+10.1%-4.4% vs S&P—
Harpswell Capital Advisors, LLC+10.0%-4.5% vs S&P—
Kure Advisory, LLC+9.8%-4.7% vs S&P—
Factor Wealth Management LTD+9.7%-4.8% vs S&P—
Anb Bank+9.6%-4.9% vs S&P—
Legacy Solutions, LLC+9.4%-5.1% vs S&P—
DLK Investment Management, LLC+9.4%-5.1% vs S&P—
Emprise Bank+9.2%-5.3% vs S&P—
Sprinkle Financial Consultants LLC+9.2%-5.3% vs S&P—
Whalen Wealth Management Inc.+9.1%-5.4% vs S&P—
Gallagher Capital Advisors, LLC+9.0%-5.5% vs S&P—
City Center Advisors, LLC+9.0%-5.5% vs S&P—
Vista Investment Partners LLC+8.9%-5.5% vs S&P—
Plan A Wealth LLC+8.8%-5.6% vs S&P—
Towneley Capital Management, Inc / DE+8.6%-5.9% vs S&P—
Sincerus Advisory, LLC+8.4%-6.1% vs S&P—
Gladwyn Financial Advisors, Inc.+8.3%-6.2% vs S&P—
Stonebridge Wealth Management, LLC+8.3%-6.2% vs S&P—
Winebrenner Capital Management LLC+7.7%-6.7% vs S&P—
Brighton Securities Corp.+7.7%-6.7% vs S&P—
Financial Designs Corp+7.7%-6.8% vs S&P—
ZynergyRetirementPlanningLLC+7.4%-7.1% vs S&P—
Hiley Hunt Wealth Management+7.3%-7.2% vs S&P—
Pioneer Wealth Management Group+7.2%-7.2% vs S&P—
Mallini Complete Financial Planning LLC+7.2%-7.3% vs S&P—
Sapient Capital LLC+7.1%-7.4% vs S&P—
American National Bank of Texas+7.1%-7.4% vs S&P—
PFW Advisors LLC+7.1%-7.4% vs S&P—
Mfg Wealth Management, Inc.+7.1%-7.4% vs S&P—
LifeGoal Investments, LLC+6.8%-7.7% vs S&P—
Sound Income Strategies, LLC+6.3%-8.1% vs S&P—
Frisco Financial Planning LLC+5.6%-8.9% vs S&P—
Freestate Advisors LLC+5.3%-9.2% vs S&P—
Soros Fund Management LLC+3.9%-10.6% vs S&P—
Dupree Financial Group, LLC+3.8%-10.6% vs S&P—
Meadowbrook Wealth Management, LLC+3.7%-10.8% vs S&P—
Independence Financial Advisors, LLC+3.3%-11.2% vs S&P—
HWG Holdings LP+3.1%-11.4% vs S&P—
Innovative Advisory Group, LLC+1.4%-13.1% vs S&P—
Tetrad Corp+1.4%-13.1% vs S&P—
Scopia Capital Management LP+1.0%-13.5% vs S&P—
Gridiron Partners, LLC-1.2%-15.7% vs S&P—
Nipun Capital, L.P.-6.8%-21.3% vs S&P—
Hardin Capital Partners, LLC-8.5%-23.0% vs S&P—
Wellington-Altus USA Inc.——
SkyView Investment Advisors, LLC——
Atomic Invest LLC——
IKE Capital, LLC——
Twin Peaks Capital Ltd——
Ridgewood Investments LLC——
Decision Investments, Inc——
Box Hill Private Wealth LLC——
Deeter Investments LLP——
Hamilton Capital, LLC——
Vilga Financial Planning LLC——
Gerald Baker Financial Group LLC——
Diversified Management Inc——
Altar Rock LLC——
Shelter Rock Management, LLC——
DKM Wealth Management, Inc.——
Adirondack Capital Advisors, LLC——
Roan Capital Partners——
REX Advisers, LLC——
Fell Capital Management /Adv——
Gilpin Wealth Management, LLC——
Thryve Wealth Management LLC——
Midwest Financial Partners Investments, Inc.——
Michael J. Porro & Co. Financial Advisors, Inc.——
Go Invest LLC——
Decker Wealth Management LLC——
Athena Wealth Management, LLC——
Strategic Financial Group, LLC——
Prota Financial, LLC——
Invariant Investment Management——
Koenig Investment Advisory, LLC——
Lawood & Co——
Sacks & Associates, LLC——
Ebert Capital Management Inc.——
Dorato Capital Management——
Wealth Science Advisors LLC——
Sherry Group, Inc.——
Systrade AG——
Green Ridge Wealth Planning LLC——
Dickmeyer Boyce Financial Management, Inc.——
Crocodile Capital Partners GmbH——
Vann Equity Management LLC——
Hunting Hill Global Capital, LLC——
Turner Capital Investments, LLC——
Todd Wealth Management, LLC——
Canandaigua National Bank & Trust Co——
Segra Capital Management, LLC——
Journey Retirement Planning & Investment Management LLC——
Aletheian Wealth Advisors LLC——
Wealth Enhancement Trust Services, Inc.——
Stewardship Concepts Financial Services LLC——
Stephens Group, LLC——
Asempa Wealth Advisors——
Acasta Partners UK LLP——
Two Seas Capital LP——
Adelphi Trust Co——
Rhodes Investment Advisors Inc /Adv——
Strong Retirement Solutions LLC——
Paladin Partners, LLC——
Bank of Finland——
Cassilly Financial Group LLC——
Seven Bridges Advisors LLC——
Morrissey Wealth Management, LLC——
Spectrum Advisors, Inc.——
Puff Wealth Management, LLC——
PartnerRe Asset Management CORP——
Samson Rock Capital LLP——

Source: the managers' own 13F filings, and the closing prices stored here. A 13F shows long US positions at a quarter's end, filed up to 45 days later, so this is what the reported portfolio would have done if held unchanged to the next quarter's end — not the fund's own return, which includes trades inside the quarter, shorts, foreign holdings, cash and fees. "Priced" is the share of the reported value the site has closes for; a position it cannot price, often a company since taken over, is left out of that quarter, and a quarter under half priced is left out of the record. The S&P 500 is SPY's close.

Related datasets

Whale MovesAnyone crossing five per cent, and whether they want a say.Institutional HoldingsWhich funds own these companies, and what they changed.SectorsEvery company by sector and industry, with valuations.Stock ScreensPiotroski, Graham, dividend records and most shorted.